Q2 2019 Holdings
Filed 2019-08-14 | 135 holdings | $363.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $41.7M | 970,000 | 11.5% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $41.5M | 1,880,000 | 11.4% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $36.9M | 1,055,000 | 10.1% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $29.0M | 600,000 | 8.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $28.7M | 105,000 | 7.9% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $26.6M | 214,800 | 7.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $25.7M | 181,700 | 7.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $24.6M | 213,500 | 6.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $23.8M | 327,700 | 6.5% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $20.7M | 1,577,893 | 5.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $12.2M | 142,500 | 3.4% |
| Axogen Inc(AXGN) | COM | 05463X106 | $12.0M | 603,970 | 3.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $10.9M | 150,000 | 3.0% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $8.5M | 170,500 | 2.3% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $5.4M | 2,000,000 | 1.5% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $4.4M | 2,028,000 | 1.2% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $3.5M | 875,000 | 1.0% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $3.3M | 150,000 | 0.9% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $1.5M | 400,000 | 0.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $144.2K | 591,000 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $104.3K | 605,000 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $91.4K | 320,500 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $87.7K | 4,525,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $86.4K | 1,023,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $80.0K | 152,500 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $61.5K | 455,000 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $54.4K | 1,250,000 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $51.7K | 505,371 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $51.0K | 805,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $49.4K | 325,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $47.6K | 1,050,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $46.9K | 397,000 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $43.1K | 130,000 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $39.5K | 499,615 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $38.2K | 239,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $37.2K | 203,000 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $36.8K | 580,000 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $36.8K | 179,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $33.9K | 183,500 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $33.1K | 120,200 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $31.8K | 242,500 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $30.5K | 1,250,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $29.5K | 206,000 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $29.2K | 244,500 | 0.0% |
| Medicines Co | COM | 584688105 | $29.2K | 800,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $29.0K | 307,500 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $28.7K | 182,300 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $27.3K | 1,008,000 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $26.9K | 256,900 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $26.5K | 312,300 | 0.0% |